13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0002021232
申报总市值
US$59.8亿
US$59.8亿
210 檔
3.7%
截至 Q1 2026 季度末，Diversify Advisory Services, LLC 的美股持仓估值约为 US$59.8亿，全数申报仓位共有 210 档。
在 Q1 2026，Diversify Advisory Services, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 67 个仓位并完全清仓 129 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Diversify Advisory Services, LLC 的前 5 大核心持股（包含 NVDA, AAPL, META 等）合计占整体申报市值的 3.7%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 210 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 14.34% | -10.30% | -59.99% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.46% | -2.92% | -62.70% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.92% | -3.86% | -29.30% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.70% | -3.26% | -47.29% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 4.58% | -3.63% | -34.73% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.57% | -3.84% | -31.82% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.20% | -3.15% | -57.02% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.13% | -2.80% | -60.85% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.91% | -2.85% | -34.51% | |
| 10 | MRVL | Marvell Technology Inc | 股票-科技 | 3.16% | -2.67% | -10.38% | |
| 11 | AFRM | Affirm Holdings Inc | 股票-金融 | 2.72% | -2.29% | +26.92% | |
| 12 | MU | Micron Technology Inc | 股票-科技 | 2.57% | -1.55% | -18.03% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.46% | -1.27% | -64.85% | |
| 14 | NOW | Servicenow Inc | 股票-科技 | 2.30% | -1.83% | +373.66% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 2.15% | -1.82% | +144.42% | |
| 16 | SOFI | Sofi Technologies Inc | 股票-金融 | 2.13% | -1.81% | +7.92% | |
| 17 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.88% | -1.65% | -6.97% | |
| 18 | SNOW | Snowflake Inc | 股票-科技 | 1.87% | -1.31% | +2.05% | |
| 19 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.73% | -1.46% | -37.13% | |
| 20 | TLN | Talen Energy CORP | 股票-公用事业 | 1.38% | -1.18% | -6.40% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.28% | -0.44% | -54.39% | |
| 22 | SMCI | Super Micro Computer Inc | 股票-科技 | 1.21% | -1.03% | +2.20% | |
| 23 | TSLA | Tesla Inc | 股票-周期性消费 | 1.02% | -0.65% | -58.31% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.65% | -0.42% | -42.68% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | -0.24% | -61.70% | |
| 26 | CLS | Celestica Inc | 股票-科技 | 0.50% | -0.42% | -41.52% | |
| 27 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.45% | -0.27% | -38.44% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | -0.06% | -74.71% | |
| 29 | KLAC | Kla CORP | 股票-科技 | 0.43% | -0.26% | -52.45% | |
| 30 | C | Citigroup Inc | 股票-金融 | 0.35% | -0.27% | -36.41% | |
| 31 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.35% | -0.30% | +198.39% | |
| 32 | OKTA | Okta Inc | 股票-科技 | 0.31% | -0.25% | -1.76% | |
| 33 | OUT | Outfront Media Inc | 股票-其他 | 0.30% | -0.26% | -27.59% | |
| 34 | HST | Host Hotels & Resorts Inc | 股票-房地产 | 0.27% | -0.25% | -0.95% | |
| 35 | TEM | Tempus Ai Inc-cl A | 股票-医疗保健 | 0.26% | -0.21% | -28.41% | |
| 36 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.26% | -0.22% | -6.10% | |
| 37 | SBRA | Sabra Health Care Reit Inc | 股票-房地产 | 0.25% | -0.22% | -0.92% | |
| 38 | KNTK | Kinetik Holdings Inc | 股票-其他 | 0.25% | -0.22% | +0.78% | |
| 39 | FTAI | FTAI Aviation Ltd. | 股票-工业 | 0.24% | -0.20% | -25.51% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.24% | +0.82% | -98.60% | |
| 41 | MPT | Medical Properties Trust Inc | 股票-房地产 | 0.24% | -0.21% | — | |
| 42 | PM | Philip Morris International | 股票-非周期性消费 | 0.24% | +0.01% | -77.18% | |
| 43 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.24% | -0.22% | -59.25% | |
| 44 | DOW | Dow Inc | 股票-原材料 | 0.23% | -0.23% | EXIT | |
| 45 | OKE | Oneok Inc | 股票-能源 | 0.23% | -0.20% | -6.26% | |
| 46 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.23% | -0.20% | +0.41% | |
| 47 | URI | United Rentals Inc | 股票-工业 | 0.22% | -0.19% | -7.04% | |
| 48 | LTC | Ltc Properties Inc | 股票-其他 | 0.22% | -0.19% | +0.50% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.21% | +0.22% | -85.97% | |
| 50 | NY4B | Clearway Energy Inc-a | 股票-其他 | 0.20% | -0.20% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +7.7% | -59.99% | 减仓 |
| 2 | META | Meta Platforms Inc-class A | +3.6% | -29.30% | 减仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +3.4% | -31.82% | 减仓 |
| 4 | AVGO | Broadcom Inc | +3.2% | -47.29% | 减仓 |
| 5 | MRVL | Marvell Technology Inc | +2.8% | -10.38% | 减仓 |
| 6 | GOOG | Alphabet Inc-cl C | +2.7% | -34.51% | 减仓 |
| 7 | AAPL | Apple Inc | +2.6% | -62.70% | 减仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +2.3% | -57.02% | 减仓 |
| 9 | NOW | Servicenow Inc | +2.2% | +373.66% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +2.1% | -60.85% | 减仓 |
| 11 | MU | Micron Technology Inc | +2.1% | -18.03% | 减仓 |
| 12 | ORCL | Oracle CORP | +1.9% | +144.42% | 加仓 |
| 13 | ARM | Arm Holdings Plc-adr | +1.7% | -6.97% | 减仓 |
| 14 | SOFI | Sofi Technologies Inc | +1.4% | +7.92% | 加仓 |
| 15 | SNOW | Snowflake Inc | +1.3% | +2.05% | 加仓 |
| 16 | ITA | Ishares U.s. Aerospace & Def | +1.1% | -37.13% | 减仓 |
| 17 | MSFT | Microsoft CORP | +0.9% | -64.85% | 减仓 |
| 18 | PANW | Palo Alto Networks Inc | +0.7% | -54.39% | 减仓 |
| 19 | KO | Coca-cola Co/the | +0.4% | -42.68% | 减仓 |
| 20 | TSLA | Tesla Inc | +0.4% | -58.31% | 减仓 |
| 21 | CSCO | Cisco Systems Inc | +0.3% | -61.70% | 减仓 |
| 22 | KLAC | Kla CORP | +0.3% | -52.45% | 减仓 |
| 23 | V | Visa Inc-class A Shares | +0.1% | -74.71% | 减仓 |
| 24 | PM | Philip Morris International | 0% | -77.18% | 减仓 |
| 25 | MO | Altria Group Inc | — | -81.00% | 减仓 |
| 26 | RTX | Rtx CORP | 0% | -79.31% | 减仓 |
| 27 | CTAS | Cintas CORP | 0% | -80.88% | 减仓 |
| 28 | XLK | Ss Technology Select Sector | 0% | -83.11% | 减仓 |
| 29 | MA | Mastercard Inc - A | 0% | -81.57% | 减仓 |
| 30 | IBM | Intl Business Machines CORP | 0% | -81.40% | 减仓 |
| 31 | LMT | Lockheed Martin CORP | 0% | -83.46% | 减仓 |
| 32 | PG | Procter & Gamble Co/the | 0% | -88.50% | 减仓 |
| 33 | VRTX | Vertex Pharmaceuticals Inc | 0% | -86.24% | 减仓 |
| 34 | VCIT | Vanguard Int-term Corporate | -0.1% | -89.90% | 减仓 |
| 35 | QCOM | Qualcomm Inc | -0.1% | -88.79% | 减仓 |
| 36 | MCD | Mcdonald's CORP | -0.1% | -89.27% | 减仓 |
| 37 | ZTS | Zoetis Inc | -0.1% | -91.76% | 减仓 |
| 38 | VTV | Vanguard Value ETF | -0.1% | -91.90% | 减仓 |
| 39 | GS | Goldman Sachs Group Inc | -0.1% | -87.14% | 减仓 |
| 40 | MDT | Medtronic plc | -0.1% | -90.17% | 减仓 |
| 41 | ABBV | Abbvie Inc | -0.1% | -86.02% | 减仓 |
| 42 | VZ | Verizon Communications Inc | -0.1% | -90.75% | 减仓 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -88.80% | 减仓 |
| 44 | SCHG | Schwab US Large-cap Growth | -0.1% | -91.74% | 减仓 |
| 45 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | -89.59% | 减仓 |
| 46 | NFLX | Netflix Inc | -0.1% | -93.78% | 减仓 |
| 47 | IDEV | Ishares Core Msci Dev Mkts | -0.1% | -94.80% | 减仓 |
| 48 | JPM | Jpmorgan Chase & Co | -0.1% | -85.97% | 减仓 |
| 49 | HD | Home Depot Inc | -0.1% | -92.03% | 减仓 |
| 50 | BND | Vanguard Total Bond Market | -0.1% | -94.41% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Diversify Advisory Services, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$59.8亿，共申报了 210 个公开持股仓位。
在 Q1 2026 季度，Diversify Advisory Services, LLC 按市值排列的前三大核心持股分别为：NVDA (14.3%)、AAPL (5.5%)、META (4.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 14.3% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大获利了结 / 清仓标的
BKLN
前期市值: US$9101.7万
在 Q1 2026 季度中，Diversify Advisory Services, LLC 共进行了 200 项持仓异动，包含新建仓 0 个仓位、加仓 4 个仓位、减仓 67 个仓位以及清仓 129 个仓位。 本季清仓仓位包含 BKLN。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。